AI Chips
Kioxia's Revenue Rose Fivefold, and Its Own Filing Says It Was Mostly Price
415.5% is measured off the bottom of the last NAND downcycle. Quarter on quarter, the number is 76%.
3h ago
#memory prices
Apple AI
Tim Cook's Last Earnings Call Warned of a 'Hundred Year Flood' in Memory
Apple's answer to the AI buildout is to not build one, and to run inference on the phone instead. The quarter itself was flattered by tariff refunds.
3h ago
